A Values-Driven Approach to Investing

General Investing >> Money Manager Interviews >> March 20, 2013

Paul Sutherland, CFA, is the President of Financial & Investment Management Group. He has worked in the investment and financial advisory business since 1975. As a Senior Portfolio Manager, he has been managing global total-return investment portfolios (under the “investing without borders” style) for more than 25 years. In 1984, he formed the Financial & Investment Management Group, Ltd. (FIM Group), a Traverse City, Michigan-based registered investment adviser that manages investment portfolios on a discretionary basis for individuals, trusts, foundations and retirement plans. Beyond his extensive investment experience, Mr. Sutherland is the author of numerous books on financial planning and money management, including Zenvesting: The Art of Abundance and Managing Money, Twelve Steps to a Carefree Retirement, AMA Physicians’ Guide to Financial Planning and A Veterinarian’s Guide to Financial Planning. He began his writing career in 1979 with an article about international investing that was published by Physician’s Management Magazine. His work has been published in Business Ethics, Financial Planner, Dental Management and NAPFA News. He is a regular columnist for, and owner of, Spirituality & Health magazine, and he has been interviewed by Bloomberg News, Barron’s, The Wall Street Journal, The Wall Street Transcript, Investor’s Business Daily (IBD), InvestmentNews, Money Magazine and others. Mr. Sutherland received his MBA from Lake Superior State University. In addition, he is a Certified Financial Planner and has completed the College of Financial Planning’s Advanced Studies Course: Investment Strategies and Portfolio Management. Mr. Sutherland is Co-Founder of the Children of the World Foundation, Past Chairman of the Traverse City Rotary Club’s World Community Service Committee, Past Chairman of Safe Passage, and Founder and Chairman of the Board of the Utopia Foundation. Profile

TWST: Tell us about FIM Group.

Mr. Sutherland: We are a global money manager. I have been managing values-driven, balanced growth and income, global portfolios throughout my

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A Values-Driven Approach to Investing

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